Farther Finance Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Farther Finance Advisors’s Portfolio CGDG Stock Details CGDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.7M	Buy	45,324 +23,473	+107%	+$873K	0.01%	819
2026 Q1	$788K	Sell	21,851 -10,840	-33%	-$397K	0.01%	1127
2025 Q4	$1.17M	Buy	32,691 +24,056	+279%	+$846K	0.01%	809
2025 Q3	$299K	Buy	8,635 +4,535	+111%	+$154K	﹤0.01%	1386
2025 Q2	$138K	Buy	+4,100	New	+$130K	﹤0.01%	1589

Other funds holding CGDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Farther Finance Advisors's CGDG Position: Q2 2026 in Review

Farther Finance Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 107% in Q2 2026, buying an estimated $873K and bringing the position to 45,324 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #819.

Farther Finance Advisors first reported a position in CGDG in Q2 2025 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Farther Finance Advisors held 45,324 shares of Capital Group Dividend Growers ETF worth $1.7M as of Q2 2026.
Farther Finance Advisors bought 23,473 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $873K.
Capital Group Dividend Growers ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #819 holding.
Farther Finance Advisors first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 5 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.